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First Citizens Bank & Trust’s Simplify MBS ETF MTBA Stock Holding History

First Citizens Bank & Trust’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,707
Closed -$338K – 666
2025
Q3 		$338K Buy
+6,707
New +$337K 0.01% 513

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HCM
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WG
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KAM
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CW
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First Citizens Bank & Trust's MTBA Position: Q4 2025 in Review

First Citizens Bank & Trust sold out of Simplify MBS ETF (MTBA) in Q4 2025, closing a stake of 6,707 shares — an estimated $338K sold.

First Citizens Bank & Trust first reported a position in MTBA in Q3 2025 and held it in 1 quarter. The position peaked at $338K in Q3 2025. 158 funds tracked by Wall St. Rank hold MTBA as of Q4 2025.

  • First Citizens Bank & Trust reported no remaining Simplify MBS ETF position as of Q4 2025 after selling out during the quarter.
  • First Citizens Bank & Trust sold 6,707 Simplify MBS ETF shares in Q4 2025, an estimated $338K.
  • First Citizens Bank & Trust first reported a position in Simplify MBS ETF in Q3 2025 and held it in 1 quarter.
  • First Citizens Bank & Trust's Simplify MBS ETF position peaked at $338K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q4 2025.

Based on First Citizens Bank & Trust's 13F filing for Q4 2025, filed 18 Feb 2026.